Estate freeze strategies come with many potential pitfalls

David Rotfleisch says estate freezes come with pitfalls if not properly executed.

By Julius Melniter | December 11, 2022

The ubiquity of estate freezes, which  have long been among the flavours of the day in personal tax planning, can mask their complexity.

“Estate freezes are the most basic tax planning technique for entrepreneurs and even non-entrepreneurs, but they come with several pitfalls if improperly executed,” says David Rotfleisch, founder of Rotfleisch & Samulovitch P.C., a Toronto tax boutique. READ MORE

Julius Melnitzer is a Toronto-based legal affairs writer, ghostwriter, writing coach and media trainer. Readers can reach him at [email protected] or


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